He enjoys biking, skiing, and travelling with his family in his spare time. Dave holds the FINRA Series 3, 7, 8, 63 and 65 registrations.Ī proud husband and father, Dave and his wife, Kathy, have three daughters. He received his undergraduate education from the State University of New York at Buffalo. Additionally, Dave was named as a 2022 Best-In-State Wealth Advisor by Forbes/Shook.ĭave received his Certified Investment Management Analyst® designation from the Investment & Wealth Institute through coursework at the Wharton School of Business, University of Pennsylvania. He is a member of FINRA’s NYSE Hearing Board, a Trustee of the Compassionate Friends Foundation, and is a past Trustee of the Drew School. He is a member of Oppenheimer’s prestigious Chairman’s Council, which recognizes the Firm’s Top 40 Financial Advisors and is also a member of The President’s Advisory Council of Oppenheimer Asset Management, Inc. Dave is proud to lead a team of highly-experienced professionals dedicated to providing their clients with objective advice and a level of service that goes beyond traditional investment advisory. With over 35 years of experience in wealth management, Dave specializes in asset allocation, professional money management, and alternative investments for qualified investors. Together with his team, Dave provides wealth management services to entrepreneurs, corporate executives, affluent individuals and families, charitable entities, as well as tax and legal professionals. We understand that managing your finances can be stressful and our goal is to help ease the burden as much as possible.ĭave Carey, Managing Director – Investments is a founding member of The Peregrine Private Client Group of Oppenheimer & Co. We love what we do – our team is comprised of empathetic problem solvers committed to serving you.As we learn more about your financial goals, we take a proactive approach to adjusting your financial plan. Unconventional ideas, results-oriented – we believe in challenging conventional investment strategies and using data-driven analysis to take calculated risks.We listen to what you say and then develop a customized strategy that aligns with your best financial interests. A personal touch – we strive to build personal relationships with each of our clients and believe there is value in prompt, in-person service.We strive to be a technical resource for our clients and stay on top of changes in the Financial Services industry. Three members of our Group hold the Certified Financial Planner designation from the Certified Financial Planner Boards of Standards, Inc., one member holds the Certified Investment Management Analysis designation from the Investment & Wealth Institute, one member holds the Certified Private Wealth Advisor designation from the Investment & Wealth Institute and in addition two members hold the Accredited Investment Fiduciary designation from the Center for Fiduciary Studies. has over 100 years of combined wealth management experience helping our clients and their families build long-term financial security. Read more on the UC Davis Athletics website.The Peregrine Private Client Group of Oppenheimer & Co. Keep pushing with proud of your journey, great team win /G42qaaMIMn- Anne Marie Doyle April 17, 2023įormer UC Davis All-American punter Daniel Whelan has put together an impressive rookie campaign as the Defenders enter the North Division Championship Game after posting the best regular season record in all of the XFL with a 9-1 mark. Alum making waves in the XFLĥ9 yard punt in Audi field D.C. More information on the falcons, including a link to the livestream and a contest where you can guess when the first egg will hatch, is available on the UC Davis Health website. Enter your egg-ucated guess: - UC Davis Health April 21, 2023 □□Win a chance to name the chicks by guessing when the first peregrine falcon egg will hatch. Our peregrine falcons are eggspecting! The mother peregrine is currently nestled atop four eggs that should hatch soon. See some recent exhibitions and hear the thoughts of the artists who created them. Meet some of the students behind the Basement Gallery, a student-run organization in Room 60 of the Art Building.
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